Trust Manager / Wealth Planner

Randstad Hong Kong Limited; Hong Kong; On-site; HKD 1,000,000 - 1,400,000; Full time

Job summary

Randstad Hong Kong Limited in Hong Kong is seeking an experienced Trust Manager / Wealth Planner to join its expanding estate, trust and legacy planning platform. The role blends internal collaboration with external business development to deliver fiduciary, trust, and corporate solutions to High-Net-Worth clients.

You will design customized trust structures, drive cross-selling with internal desks and external partners, and ensure regulatory compliance while growing the client base across HK

Qualifications

• Solid experience in trust administration, wealth planning, estate/legacy structuring, or private client fiduciary services within a trust company, private bank, or family office.
• Deep understanding of trust structures, corporate services, insurance integration, and estate planning tools.
• Business development, channel management, and revenue generation experience.
• Excellent presentation and interpersonal skills for client pitches, internal training, and external partner networking.
• Fluent in English and Chinese (Cantonese and Mandarin).

Responsibilities

• Introduce wealth planning and fiduciary solutions to prospective HNW clients, internal partners, and external intermediaries.
• Structure and deploy compliant trust and corporate service solutions per laws, regulations, and internal risk guidelines.
• Assist in driving revenue targets for fiduciary and corporate services through strategic channel expansion and cross-department referrals.
• Organize educational workshops, seminars, and training sessions for internal stakeholders on changing tax, trust, and regulatory landscapes.
• Continuously enhance the product suite and centralized repository of wealth planning materials.

Skills

Wealth planning

Estate structuring

Trust administration

Channel development

Client relations

Public speaking

Education

Bachelor Degree

Job description

about the company.

a leading financial services group to recruit an experienced Trust Manager / Wealth Planner to join their expanding estate, trust, and legacy planning platform in Hong Kong. This role offers a dynamic dual focus—combining internal stakeholder collaboration and cross-selling with external business development to deliver comprehensive fiduciary, trust, and corporate solutions to High-Net-Worth (HNW) clients.

about the job.

• Holistic Wealth & Legacy Planning: Partner with internal desks to design customized trust structures, estate planning solutions, and corporate services for private clients.
• Channel Expansion & Ecosystem Growth: Drive external business development by forging strategic partnerships with 3rd-party distributors and professional intermediaries across HK and the broader Asia region.
• Fiduciary & Technical Subject Matter Expertise: Resolve complex fiduciary and tax/regulatory inquiries while serving as the group's centralized knowledge hub for estate planning landscape updates.
• Client Lifecycle & Upselling: Maintain ongoing relationships with existing trust clients to review evolving legacy needs and capture cross-selling opportunities across the group's broader offerings.

key responsibilities.

• Introduce wealth planning and fiduciary solutions to prospective HNW clients, internal partners, and external intermediaries.
• Structure and deploy compliant trust and corporate service solutions in accordance with applicable laws, regulations, and internal risk guidelines.
• Assist in driving revenue targets for fiduciary and corporate services through strategic channel expansion and cross-departmental referrals.
• Organize educational workshops, seminars, and training sessions for internal stakeholders on changing tax, trust, and regulatory landscapes.
• Continuously enhance the product suite and centralized repository of wealth planning materials to meet complex client demands.

skills & experiences required.

• Experience: Solid experience in trust administration, wealth planning, estate/legacy structuring, or private client fiduciary services within a trust company, private bank, or family office.
• Product Knowledge: Deep understanding of trust structures, corporate services, insurance integration, and estate planning tools.
• Business Acumen: Strong track record in business development, channel management, and revenue generation.
• Communication & Training Skills: Excellent presentation and interpersonal skills to lead client pitches, internal training workshops, and external partner networking.
• Languages: Fluent communication skills in English and Chinese (Cantonese and Mandarin).

experience

3 years

skills

Holistic Wealth & Legacy Planning; Channel Expansion & Ecosystem Growth

qualifications

Solid experience in trust administration, wealth planning, estate/legacy structuring, or private client fiduciary services within a trust company, private bank, or family office.

education

Bachelor Degree